CIK 1066816
EVERMAY WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
571
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | 12K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 591 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 511 | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 735 | $100K–$500K | SH |
| CSX | CSX CORP | 9K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 488 | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 643 | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 294 | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 117 | $100K–$500K | SH |
| FULT | FULTON FINL CORP PA | 12K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 774 | $100K–$500K | SH |
| IWO | ISHARES TR | 687 | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 550 | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 883 | $100K–$500K | SH |
| TREX | TREX CO INC | 6K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 480 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| BA | BOEING CO | 977 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 930 | $100K–$500K | SH |
| CMI | CUMMINS INC | 386 | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 604 | $100K–$500K | SH |